David Marom
David Marom is a registered investment advisor at Skipping Stones Fiduciary Consulting, based in Denver, CO, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Skipping Stones Fiduciary Consulting
Federated Securities, INC.
Federated Securities, INC.Broker
Previous Registrations
LPL Financial CorporationBroker
LPL Financial Corporation
Fitzmaurice Investment Management Services, LLC
Fitzmaurice Investment Management Services, LLCBroker
Tower Square Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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